Purchases and Sales Made in Q3 2022 in Dimensional ETF Tr Us Marketwi (DFUV)
This table provides information about the institutional ownership of Dimensional ETF Tr Us Marketwi (DFUV) during Q3 2022. The information is specifically focused on institutions that hold shares of DIMENSIONAL ETF TR US MARKETWI.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2022
Q3 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.16K+ 0.35% |
$34.5K - $40.5K
|
329K
$13.9M
|
|
|
Oct 27, 2022
Q3 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
1.15K+ 1.57% |
$34K - $39.9K
|
74.1K
$3.14M
|
|
|
Nov 07, 2022
Q3 2022
|
Steward Financial Group LLC
|
BUY
|
- |
1.14K+ 0.23% |
$33.9K - $39.8K
|
498K
$21.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.13K+ 0.1% |
$33.5K - $39.3K
|
1.18M
$49.8M
|
|
|
Nov 01, 2022
Q3 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
1.13KNew |
$33.4K - $39.3K
|
1.13K
$47.8K
|
|
|
Nov 09, 2022
Q3 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.11K+ 4.81% |
$32.9K - $38.6K
|
24.2K
$1.02M
|
|
|
Nov 07, 2022
Q3 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
1.11K+ 5.25% |
$32.8K - $38.5K
|
22.2K
$940K
|
|
|
Nov 09, 2022
Q3 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.03K+ 2.26% |
$30.4K - $35.7K
|
46.5K
$1.97M
|
|
|
Oct 25, 2022
Q3 2022
|
Fifth Third Bancorp
|
BUY
|
- |
972+ 10.03% |
$28.8K - $33.8K
|
10.7K
$451K
|
|
|
Oct 14, 2022
Q3 2022
|
Edge Rock Capital LLC
|
BUY
|
- |
881New |
$26.1K - $30.6K
|
881
$37.3K
|
|
|
Oct 24, 2022
Q3 2022
|
Investment Advisory Group, LLC
|
BUY
|
- |
816+ 1.26% |
$24.2K - $28.4K
|
65.5K
$2.77M
|
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
796+ 4.92% |
$23.6K - $27.7K
|
17K
$718K
|
|
|
Nov 22, 2022
Q3 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
750+ 3.72% |
$22.2K - $26.1K
|
20.9K
$885K
|
|
|
Oct 13, 2022
Q3 2022
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
735+ 0.43% |
$21.8K - $25.6K
|
173K
$7.3M
|
|
|
Nov 10, 2022
Q3 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
597+ 1.89% |
$17.7K - $20.8K
|
32.1K
$1.36M
|
|
|
Oct 12, 2023
Q3 2022
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
543+ 3.18% |
$16.1K - $18.9K
|
17.6K
$746K
|
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
519+ 5.31% |
$15.4K - $18.1K
|
10.3K
$435K
|
|
|
Nov 08, 2022
Q3 2022
|
Efficient Advisors, LLC
|
BUY
|
- |
280+ 1.86% |
$8.29K - $9.74K
|
15.3K
$649K
|
|
|
Nov 14, 2022
Q3 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
241New |
$7.13K - $8.38K
|
241
$10.2K
|
|
|
Oct 31, 2022
Q3 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
238+ 0.38% |
$7.04K - $8.28K
|
63.5K
$2.69M
|
|
|
Nov 01, 2022
Q3 2022
|
Financial Counselors Inc
|
BUY
|
- |
209+ 1.88% |
$6.19K - $7.27K
|
11.3K
$479K
|
|
|
Nov 08, 2022
Q3 2022
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
201+ 0.53% |
$5.95K - $6.99K
|
37.8K
$1.6M
|
|
|
Oct 14, 2022
Q3 2022
|
Cypress Wealth Services, LLC
|
BUY
|
- |
163+ 0.22% |
$4.82K - $5.67K
|
73.6K
$3.12M
|
|
|
Oct 20, 2022
Q3 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
134+ 0.52% |
$3.97K - $4.66K
|
25.9K
$1.1M
|
|
|
Nov 02, 2022
Q3 2022
|
Five Oceans Advisors
|
BUY
|
- |
133+ 0.87% |
$3.94K - $4.63K
|
15.4K
$651K
|
|
|
Oct 31, 2022
Q3 2022
|
Asset Planning Corporation
|
BUY
|
- |
119+ 0.27% |
$3.52K - $4.14K
|
44K
$1.86M
|
|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
110+ 0.2% |
$3.26K - $3.83K
|
56.1K
$2.38M
|
|
|
Nov 14, 2022
Q3 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
104+ 0.37% |
$3.08K - $3.62K
|
28.3K
$1.2M
|
|
|
Nov 03, 2022
Q3 2022
|
Lincoln National Corp
|
BUY
|
- |
100+ 0.71% |
$2.96K - $3.48K
|
14.1K
$598K
|
|
|
Nov 14, 2022
Q3 2022
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
95+ 0.21% |
$2.81K - $3.3K
|
45.3K
$1.92M
|
|
|
Oct 07, 2022
Q3 2022
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
84+ 0.32% |
$2.49K - $2.92K
|
26K
$1.1M
|
|
|
Nov 08, 2022
Q3 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
71+ 0.27% |
$2.1K - $2.47K
|
26.3K
$1.11M
|
|
|
Nov 14, 2022
Q3 2022
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
68+ 0.54% |
$2.01K - $2.37K
|
12.7K
$536K
|
|
|
Oct 12, 2022
Q3 2022
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
62+ 0.31% |
$1.84K - $2.16K
|
20.2K
$854K
|
|
|
Oct 20, 2022
Q3 2022
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
59+ 0.54% |
$1.75K - $2.05K
|
11K
$464K
|
|
|
Nov 22, 2022
Q3 2022
|
Cva Family Office, LLC
|
BUY
|
- |
58+ 0.53% |
$1.72K - $2.02K
|
10.9K
$461K
|
|
|
Nov 07, 2022
Q3 2022
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
46+ 0.54% |
$1.36K - $1.6K
|
8.58K
$363K
|
|
|
Oct 18, 2022
Q3 2022
|
Wealthpoint, LLC
|
BUY
|
- |
41+ 0.19% |
$1.21K - $1.43K
|
21.3K
$900K
|
|
|
Nov 10, 2022
Q3 2022
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
39+ 0.35% |
$1.15K - $1.36K
|
11K
$467K
|
|
|
Nov 18, 2022
Q3 2022
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
39+ 0.52% |
$1.15K - $1.36K
|
7.59K
$321K
|
|
|
Jan 03, 2023
Q3 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
38+ 0.53% |
$1.12K - $1.32K
|
7.26K
$307K
|
|
|
Nov 10, 2022
Q3 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
36+ 0.14% |
$1.07K - $1.25K
|
26.2K
$1.11M
|
|
|
Oct 11, 2022
Q3 2022
|
Marcum Wealth, LLC
|
BUY
|
- |
33+ 0.1% |
$977 - $1.15K
|
34.7K
$1.47M
|
|
|
Oct 11, 2022
Q3 2022
|
Rise Advisors, LLC
|
BUY
|
- |
29+ 0.53% |
$858 - $1.01K
|
5.53K
$234K
|
|
|
Nov 10, 2022
Q3 2022
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
22+ 0.54% |
$651 - $765
|
4.12K
$174K
|
|
|
Oct 21, 2022
Q3 2022
|
Whittier Trust CO
|
BUY
|
- |
20+ 0.54% |
$592 - $696
|
3.71K
$157K
|
|
|
Nov 03, 2022
Q3 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
14+ 0.39% |
$414 - $487
|
3.61K
$153K
|
|
|
Nov 02, 2022
Q3 2022
|
Ifg Advisors, LLC
|
BUY
|
- |
11+ 0.08% |
$326 - $383
|
14K
$592K
|
|
|
Nov 04, 2022
Q3 2022
|
Duncker Streett & CO Inc
|
BUY
|
- |
9+ 0.53% |
$266 - $313
|
1.72K
$72.7K
|
|
|
Oct 27, 2022
Q3 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
8+ 0.55% |
$237 - $278
|
1.47K
$62.1K
|